Privacy Policy

MapleTrust Advisors ("we," "our," or "us") is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website at mapletrust-advisors.live or engage our financial advisory services.

1. Information We Collect

We may collect the following types of personal information:

• Contact Information: Name, email address, phone number, mailing address.
• Financial Information: Income, assets, liabilities, investment objectives, risk tolerance, tax information, and other financial data necessary to provide advisory services.
• Identification Information: Date of birth, Social Insurance Number (SIN), government-issued identification, as required for account opening and regulatory compliance.
• Website Usage Data: IP address, browser type, operating system, referring URLs, pages visited, and time spent on our website, collected through cookies and similar technologies.
• Communication Records: Correspondence via email, phone, or contact forms submitted through our website.

2. How We Use Your Information

We use the information we collect for the following purposes:

• To provide, maintain, and improve our financial advisory and wealth management services.
• To communicate with you regarding your accounts, our services, and responses to your inquiries.
• To comply with legal and regulatory obligations, including anti-money laundering (AML) and Know Your Client (KYC) requirements.
• To personalize your experience and deliver content relevant to your financial interests.
• To analyze website usage to improve functionality and user experience.
• To protect against fraud, unauthorized transactions, and other liabilities.

3. How We Share Your Information

We do not sell, trade, or rent your personal information. We may share your information with:

• Service Providers: Third-party vendors who assist in delivering our services, such as custodians, technology providers, and auditors, subject to confidentiality agreements.
• Regulatory Authorities: As required by applicable Canadian federal and provincial laws, including IIROC, securities commissions, and the Canada Revenue Agency (CRA).
• Professional Advisors: With your consent, we may share relevant information with your accountant, lawyer, or other professional advisors to coordinate your financial plan.
• Legal Requirements: When required to comply with a court order, legal process, or to protect our rights and the safety of our clients.

4. Data Security

We implement industry-standard technical and organizational measures to protect your personal information, including encryption, secure servers, access controls, and regular security assessments. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.

5. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience. You can control cookie preferences through your browser settings. The types of cookies we use include:

• Essential Cookies: Required for the website to function properly.
• Analytics Cookies: Help us understand how visitors interact with our website.
• Preference Cookies: Remember your settings and choices for a personalized experience.

6. Your Rights

Under Canadian privacy legislation, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and British Columbia's Personal Information Protection Act (PIPA), you have the right to:

• Access the personal information we hold about you.
• Request correction of inaccurate or incomplete information.
• Withdraw consent for certain uses of your information, subject to legal and contractual obligations.
• Request deletion of your personal information, where permitted by law.
• File a complaint with the Office of the Privacy Commissioner of Canada if you believe your privacy rights have been violated.

7. Data Retention

We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy, or as required by Canadian regulatory and legal requirements. Financial records are typically retained for a minimum of seven years following the termination of our advisory relationship.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those external sites. We encourage you to review their privacy policies before providing any personal information.

9. Children's Privacy

Our services and website are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If we become aware that we have collected information from a child, we will take steps to delete it promptly.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. The updated policy will be posted on this page with a revised "Last updated" date. We encourage you to review this policy periodically.

11. Contact Us

If you have any questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

MapleTrust Advisors
1200 Burrard Street, Suite 800
Vancouver, BC V6Z 2C7
Email: hello@mapletrust-advisors.live
Phone: +1 (604) 555-8247